Institutional Ownership Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV). We have compiled data on the 637 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,100
shares
|
$273,792
0.18% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,090
shares
|
$272,908
0.01% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
3,087
shares
|
$272,643
0.09% of portfolio
|
Q3 2025
Reduced 63.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,073
shares
|
$271,407
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,044
shares
|
$268,846
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
3,040
shares
|
$268,492
0.1% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,030
shares
|
$267,609
0.1% of portfolio
|
Q1 2024
Reduced 18.98%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2,988
shares
|
$263,900
0.04% of portfolio
|
Q3 2025
Reduced 33.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,967
shares
|
$262,045
0.29% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
2,965
shares
|
$261,868
0.12% of portfolio
|
Q4 2023
Reduced 12.43%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
2,937
shares
|
$259,395
3.12% of portfolio
|
Q4 2022
Reduced 85.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,920
shares
|
$257,894
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,908
shares
|
$256,834
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,907
shares
|
$256,746
0.18% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
2,901
shares
|
$256,216
0.07% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
2,857
shares
|
$252,330
0.01% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,855
shares
|
$252,153
0.0% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
2,845
shares
|
$251,270
0.01% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
2,836
shares
|
$250,475
0.18% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
2,829
shares
|
$249,857
0.22% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,824
shares
|
$249,415
0.0% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,816
shares
|
$248,709
0.0% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,809
shares
|
$248,090
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,802
shares
|
$247,472
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$247,295
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|